2022-03-31-accounts

	Page
TRUSTEESREPORT	1-12
INDEPENDENT EXAMINERS REPORT	13
RECEIPTS AND PAYMENTS ACCOUNTS	14
STATEMENT OFASSETSAND LIABILITIES

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Description ofthe charity's trusts
	Type of governing document	CIO Association Constitution last amended 5 April 2016
	(eg ttUst deed, constitution)
	How the charity is constituted	Charitable Incorporated Organisation ofapproximately 130members
	(eg. trust, association, company)
	Trustee selection methods (ea, appointed by, elected by)	Trustees must be members ofthe Society, elected by its members. One third ofexisting trustees retire each year and may stand for re-election. Trustees are elected at the AGM held in August following the end ofthe
		financial ear. Trustees have the ower to co-o t as necessa
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:		Volunteers, including new trustees, have a short induction on first arrival. Further training is ongoing within role, including any external training courses which may become available. A comprehensive Stewards' Guide, containing procedures and relevant
~	policies and procedures adopted for the induction and training oftrustees;	policies, is readily available to all volunteers; stewards are required to sign an annual declaration that they have read it. No trustees or other volunteers receive any remuneration or other benefits. Role descriptions for all trustees and other volunteers are available. DBS
~	the charity's organisational	checks are only made ifappropriate. The Society operates published
	structure and any wider	Volunteer; Safeguarding; Disability Discdimination; Equal Opportunities;
	network with which the charity	Health &Safety; Education; Exhibition &Display; Financial Control;
~	works; relationship with any related parties;	Lifelong Learning; Acquisition 8 Disposal; Care & Conservation; Collections Development; Environmental; Access; Data Protection Policies as well as Emergency; Resource; Audience Development; Forward Plans, Security Review, and a Documentation Procedural Manual covering
~	trustees' consideration of	accessioning and disposal ofgifts and loans, all ofwhich are updated to
	major risks and the system	schedule.
	and procedures to manage them.	The Society is a member ofAIM (the Association of Independent Museums), the South-West Federation of Museums and Art Galleries, the
		Dorset Museums Association, the North Dorset Museums Group and is
		accredited with ACE (Arts Council England).
		The intruder and fire alarms, fire extinguishers, heating system, lift, and
		CCTV are held on routine service contracts.

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			The object ofthe CIO is to encourage the appreciation, study and
			enjoyment of history, especially that local to Shaftesbury, Dorset, and its
Summary ofthe objects charity set out in its governing document		ofthe	environs, and thereby advance the education of members ofthe Society and ofthe public of all ages and background by, in particular but not exclusively: (a) operating a museum ofartefacts which reflect the history ofthe area and (b) maintaining a library ofbooks and documents oflocal
			histodical interest.
			The Trustees have had regard to the guidance issued by the Charity
			Commission on public benefit. It has informed our decisions on opening
			hours, free entry to the Museum, temporary exhibitions, all age and
			lifelong learning, cooperation with other groups in the area and
			communication with the local community.
			The Society, during normal times:
			~ owns, maintains and operates Gold Hill Museum which is open to
			the public daily for at least seven months ofthe year with free
			admission
			~ mounts at least two temporary exhibitions each year in addition
Summary ofthe main			to the regular displays
activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public			~ owns and maintains a local history library and archive which is open to members and the general public for research purposes by appointment at agreed times throughout the year ~ organises and holds lectures in the winter which may be attended by non-members on payment ofa small fee ~ organises a learning and outreach education programme for children and adults, parts ofwhich are conducted with the Abbey
benefit)			Museum and Gardens

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Summary	ofthe main		Management
achievements ofthe charity during the year			The Trustees held 11 committee meetings when they delivered reports on their respective responsibilities. Sub-groups met as necessary to deal
			with matters such as Collections, Archives, Library and Exhibitions.
			Museum opening, shop and gardens
			The museum reopened on 31 May, two weeks after pandemic
			regulations allowed, and has operated normally since, closing on 31
			October.
			The gift shop has a wide selection ofsouvenirs, the majority ofwhich are
			made locally, and is a good source of income. Because we do not charge
			for entry, we rely on the generosity ofour visitors who normally number
			20,000 per annum. Shop purchases and donations provide a large part
			ofour income.
			Our small team ofgarden helpers has continued to work steadily and
			reliably throughout the year, for which many thanks. Investing in the
			council's fortnightly garden waste collection has proved invaluable.
			The Collection
			Some examples ofdonations Gold Hill Museum has received are:
			A large picture ofGold Hill painted by Keith Cast, a renowned West
			Country artist, who painted in the second half ofthe 20th century and
			specialised in landscapes and seascapes. This is now hanging on the
			staircase.
			A Hovis plate and framed photos ofthe various Hovis adverts. These
			were on display in the Hovis exhibition and have since been donated to
			us.
			A selection of plans and artwork by Henry Haig A.R.C.A. , a stained glass
			artist, of his commissions relevant to Shaftesbury and its environs.
			We continue to work on catching up with our backlog and have started to
			work on the rationalisation ofthe Storeroom.
			Temporary Display
			The Hovis exhibition, which was mounted for the 2020 season, was left in
			situ for 2021. Itwas made possible by the loan ofseveral unique items
			from a private collection and proved to be popular, particularly the re-run
			ofthe original Hovis advert on a display screen.
			The childhood exhibition was completed and opened for 2020 and there
			has been a great deal ofinterest in the dolls' houses and box rooms. We
			have made this display interactive to an extent with dolls in the wooden
			cradle which can be played with, books to read and vintage toys and will
			expand on this in the following years.
			An extra exhibition was put up in July about John Rutter, the 'Turbulent
			Quaker' ofShaftesbury, to coincide with the commissioning and
			placement ofa blue plaque in his memory. A small ceremony was also
			held in Gold Hill museum with many ofthe Rutter family attending

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		1822-23; an unfortunate Matron ofthe Westminster Memorial Hospital	in
		1923;the inauguration ofthe Park Walk War Memorial in 1921;the
		Teulon Porter Lectures of2021 and 2022; and The Art ofA Salesman,
		linked to a now twice-postponed January lecture on Merton Russell-
		Cotes. There was also welcome exposure ofeight photographs of
		Edwardian Shaftesbury from the Society's Tyler Collection.
		Information Technology.
		Andy Hargreaves, a local ITexpert, continues to lend support pro bono.
		Life-long learning events and schools
		Following a Covid break, the monthly Reminiscence Afternoons resumed
		at Shaftesbury Library in 2021 as part ofthe museum's ShaResbury
		Remembers project. Sessions have been well attended within the County Library restrictions. Topics discussed have included Travel, In	the
		News, Treasured Objects, Christmas Traditions, Our Working Lives,
		School, Shops and most recently, Jubilee. The sessions are
		enthusiastically supported by those attending and by the Shaftesbury
		Library staff.
		In January the museum's link with Sunshine Hour at the Bell Street United Church continued with a presentation on Albert Tyler's Edwardian
		Shaftesbury photographs. Local people attending offered to be
		interviewed at a later date about their memories ofthe town.
		It has been difficult to re-establish our education team (jointly with The
		Abbey Museum) following the pandemic and we are currently
		endeavouring to recruit suitable volunteers.
		The Lecture and Events Programme
		With lockdowns and social distancing in force for at least parts ofthe
		reporting period, and apprehensions raised by the emergence of new Covid variants, the indoor lecture series was again disrupted. Forthe
		second consecutive year it was impractical to organise a Summer Outing
		or a hands-on All-Age Joint Activities programme with the Abbey
		Museum. Itwas possible to invite online participation in an "Amazing Spaces Challenge", and an outstanding entry in the shape of a model "MrToad's Abandoned Caravan" became part ofthe 2021 temporary	of
		exhibition featuring Dolls' Houses created by Tryphena Orchard.
		Fortunately, the first major event ofthe year on 7August 2021 was out- of-doors, and well-attended. A Blue Plaque commemorating the life and
		achievements of local 19th century printer-publisher and human rights
		campaigner John Rutter was unveiled by the Lord Lieutenant of Dorset in Shaftesbury's The Commons. This project, funded jointly by The S8DHS and Shaftesbury Town Council, was driven by the President ofthe Society. The Plaque is notable in that it is the first, among a dozen or so, to mark the contribution by a named individual to the betterment of life in
		the town.
		Lectures resumed in October in the well-ventilated space of Shaftesbury
		Town Hall with the previously postponed Teulon Porter Memodial Lecture by Professor Tony Badger. A venture away from the comfort zone oflocal or even British History, it proved to be a masterly examination of its subject, "Trump, Biden and 2020 in Historical Perspective. "Itwas well

		The annual fixed costs (rates, insurance, utilities, maintenance contracts)
Briefstatement ofthe		of running the Museum are in the region off10,000. Ifthe Museum must
charity's policy on reserves		close for any reason we still have these bills to pay with the additional
		concern ofthe proposed increase in fuel prices and its knock-on effect.
		The lift is necessary for enabling full access and would be expensive to
		replace. Substantial repairs to the fabric ofthe building may be needed at
		some time in the future. The Trustees have estimated a figure of5%of
		the rebuild value plus 210,000 annual fixed costs as the contingency
		reserve.
Details ofany funds materially in deficit		Not applicable
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:		The Museum has no loans and none ofthe Museum's assets (building and collection) is used as collateral. The Museum has just one site which is owned by the Society and the accounts cover all financial activity at that site.
~ the charity's principal sources offunds (including		Our investment policy is based on the principle of caution using a deposit account and a Charifund investment at present.
any fundraising);		The Trustees thank all our donors, including our members, the general
~ how expenditure has supported the key objectives ofthe charity;		public and local businesses and groups, for their generosity. We also thank those local and regional businesses which offer concessional rates and those businesses who turn up at short notice to help us out in
		an emergency.
~ investment policy and
objectives including any
ethical investment policy
adopted.
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We plan to open on Fdiday 1	April	for a normal season.
2022 will be the 400th anniversary		ofDorset buttons so we are planning a display to commemorate this
milestone. 2022 is also the 200th		anniversary ofthe sale of Fonthill Abbey in 1822-23so Gold Hill Museum
is hosting an exhibition in our	small exhibition room, to be called 'Fonthill Fever'. Using sale catalogues,
guide books, prints and souvenirs, it will show how the Fonthill sales gripped the public imagination. As part ofWessex Museums' Hardy's Wessex, we will also be highlighting our Jude the Obscure-related items.
Another major anniversary in	2022 is the platinum anniversary ofQueen Elizabeth IIso we are planning how
we can also celebrate this im	ortant event.

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									Unrestricted	Restricted				Endowment
	Categories			Details					funds		funds				funds
									to nearest 5	to	nearest 5			to nearest 5
Bt Cash	funds			Bank Accounts					62,999				ar498
				Cash in Hand					50
						Total		cash funds	88,049				8,488
				Iasrse	balances	with	receipts snd paymenls
								account(s))	OK	CK				OK
									Unrestricted	Restricted				Endowment
									funds		funds				funds
				Data il8					to nearest 5	to	nearest 2			to nearest 2
B2Other	monetary assets			Debtors									840
									Fund to which					Current value
				Details					assetbelon s						0 tlchsl
63Investment		assets		Chari/und	Accumulation		Units		Unrestricted						42,721
				Details					Fusil to whic)1 asset helen s	Cost		loptional)		0urfe ht vaIU8 0 tlohel
B4Assets retained for			the	Freehold Properly					Unrestricted						675,000
charity's	own	use		Fixtures 5	Fittngs				Unrestricted				88,149
				Computers					Unrestricted
				Heritage Assets					Unresaicted						132,624
				Stock					U11mstilcted						2,140
									Fund to which	AmoUht			dUe		When due
				Details					liabil relates		o	ional			o onal
BSLiabilities									Unrestricled				258
Signed by one or two trustees behalf of ag the trustees			on		Signature				Print	Name					Date of a royal
									E.Barrett
									L.Wilton